Financial Planning and Analysis Manager

Summary:

Our behalf of our client, IGNYTE AI, a Kingsley Gate company, is seeking a Financial Planning and Analysis (FP&A) Manager, reporting directly to the Chief Financial Officer. This role serves as the financial architect and business partner who translates complex data into actionable insights that drive decision-making across the organization.

This is an individual contributor role.

The FP&A Manager will be responsible for orchestrating the entire financial planning cycle from annual budgeting and quarterly forecasting to long-range strategic planning while maintaining a keen focus on the unique dynamics of wholesale (perishable) distribution.

Location:

• Miami, Florida
• Onsite 4 days a week with 1 day work from home

Responsibilities:

• Annual Budget Development and Management: Lead the comprehensive annual budgeting process across all business units and distribution centers, coordinating inputs from department heads, consolidating financial plans, and ensuring alignment with strategic objectives. This includes establishing budget timelines, facilitating budget review meetings, challenging assumptions, and presenting the final budget to executive leadership and the board of directors for approval.

• Financial Forecasting and Rolling Projections: Develop and maintain rolling monthly and quarterly financial forecasts that reflect current business trends, market conditions, and operational realities. Update projections based on actual performance, emerging risks and opportunities, and input from business partners, providing senior management with forward-looking visibility into expected financial outcomes and potential variances from plan.

• Variance Analysis and Performance Commentary: Conduct detailed monthly and quarterly variance analysis comparing actual results to budget and forecast, identifying and quantifying key drivers of performance differences. Prepare comprehensive management commentary explaining revenue trends, margin fluctuations, expense variances, and operational metrics, with specific focus on distribution-related KPIs such as inventory turns, fill rates, and logistics costs.

• Financial Modeling and Scenario Planning: Build, maintain, and continuously enhance sophisticated financial models that support strategic decision-making, including acquisition analysis, capital investment evaluation, pricing optimization, and market expansion scenarios. Develop sensitivity analyses and what-if scenarios that help leadership understand the financial implications of various strategic alternatives and market conditions.

• Inventory Management and Working Capital Analysis: Monitor and analyze inventory levels, turnover rates, and aging across product categories and locations, with particular attention to the unique challenges of perishable floral products. Provide insights on optimal inventory levels, identify slow-moving or obsolete inventory, and work with Supply Chain teams to improve working capital efficiency while maintaining service levels.

• Pricing Strategy Support and Margin Optimization: Partner with Sales and Procurement teams to develop data-driven pricing strategies that balance competitiveness with profitability. Analyze pricing trends, competitive positioning, volume-price relationships, and the impact of supplier cost changes on margins. Provide financial guidance on promotional programs, volume discounts, and customer-specific pricing arrangements.

• Executive Reporting and Dashboard Development: Design, develop, and maintain executive-level dashboards and KPI scorecards that provide real-time visibility into financial and operational performance. Prepare monthly board packages, quarterly business reviews, and ad-hoc executive presentations that communicate financial results, trends, and strategic recommendations in clear, visually compelling formats.

• Capital Investment Analysis and ROI Evaluation: Evaluate proposed capital expenditures including warehouse expansions, technology implementations, fleet investments, and facility improvements. Develop detailed ROI analyses, payback calculations, and NPV assessments, presenting recommendations to the CFO and executive team with supporting financial justification and risk considerations.

• Supply Chain and Logistics Cost Analysis: Analyze the complex cost structures associated with wholesale distribution operations, including inbound freight, warehousing, handling, outbound delivery, and last-mile logistics. Identify cost reduction opportunities, evaluate outsourcing versus in-house decisions, and provide financial guidance on supply chain optimization initiatives.

• Supplier and Vendor Financial Analysis: Support procurement decisions by analyzing supplier terms, rebate programs, volume commitments, and payment arrangements. Evaluate the total cost of goods including freight, duties, and quality considerations, and provide financial perspective on supplier negotiations and strategic sourcing initiatives.

Qualifications:

• 5-8 years of progressive experience in Financial Planning and Analysis roles with increasing responsibility.
• Minimum 2-3 years of experience specifically in wholesale distribution, supply chain, logistics, or related industries.
• Bachelor’s degree in finance, Accounting, Economics, Business Administration, or related quantitative field from an accredited four-year college or university.
• Demonstrated experience leading or significantly contributing to annual budgeting and quarterly forecasting processes.
• Proven track record of building financial models and conducting complex financial analysis.
• Experience in preparing executive-level presentations and board materials.
• Expert-level proficiency in Microsoft Excel includes advanced formulas, pivot tables, data analysis, and financial modeling.
• Hands-on experience with ERP systems such as NetSuite (preferred), SAP, Oracle, Microsoft Dynamics, or similar enterprise platforms.
• Strong understanding of financial statements, GAAP accounting principles, and management reporting.
• Knowledge of cost accounting, inventory valuation methods (FIFO, weighted average, standard costing), and contribution margin analysis.

Compensation:

• Total Compensation range, based on experience: $150K annually discretionary bonus

This job has been posted by IGNYTE AI, a Kingsley Gate company. IGNYTE AI is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of Kingsley Gate not to discriminate based on race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law.